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Daphne Mahle

Bolton Global Asset Management
23 Years of Experience
Bolton, MA
1 DisclosureBroker
View SEC Summary
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Daphne Mahle is a registered investment advisor at Bolton Global Asset Management, based in Bolton, MA, with 23 years of industry experience. Daphne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7,365 clients with $8.3B in assets under management.

Bolton Global Asset Management
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
7,365 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$8.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum fee is 2.50% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

579 Main St., Bolton, MA, 01740

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2012
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bolton Global Asset Management
September 2005 - Present · 21 yrs 1 mo
Bolton Global CapitalBroker
September 2005 - Present · 21 yrs 1 mo
Previous Registrations
Invest Financial Corporation
November 2004 - September 2005 · 10 mos
Invest Financial CorporationBroker
May 2003 - September 2005 · 2 yrs 4 mos
State Registrations8 states
ALFLMAMDNMPRTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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